Veritas Asset Management LLP Q1 2016 Filing
Filed May 5, 2016
Portfolio Value
$8.0T
Holdings
31
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP | 12,329,192 | $753.1B | 9.43% | |
| 2 | —TIME WARNER CABLE | 3,522,150 | $720.7B | 9.02% | |
| 3 | UNHUNITEDHEALTH GROUP INC | 4,870,352 | $627.8B | 7.86% | |
| 4 | MSFTMICROSOFT CORP | 11,170,573 | $617.0B | 7.73% | |
| 5 | TSMTAIWAN SEMICONDUCTOR | 22,104,900 | $579.1B | 7.25% | |
| 6 | ORCLORACLE CORP | 13,206,686 | $540.3B | 6.77% | |
| 7 | CVSCVS HEALTH CORP | 4,368,629 | $453.2B | 5.67% | |
| 8 | AXPAMERICAN EXPRESS CO | 6,973,397 | $428.2B | 5.36% | |
| 9 | BAXBAXTER INTERNATIONAL INC | 10,181,599 | $418.3B | 5.24% | |
| 10 | VAREURVARIAN MEDICAL SYSTEMS INC | 5,216,498 | $417.4B | 5.23% | |
| 11 | GOOGLALPHABET INC | 499,030 | $380.7B | 4.77% | |
| 12 | WATWATERS CORP | 2,631,378 | $347.1B | 4.35% | |
| 13 | QCOMQUALCOMM INC | 6,767,689 | $346.1B | 4.33% | |
| 14 | —EXPRESS SCRIPTS HOLDING CO | 4,869,737 | $334.5B | 4.19% | |
| 15 | XRAYDENTSPLY SIRONA INC | 5,298,082 | $326.5B | 4.09% | |
| 16 | HALHALLIBURTON CO | 8,752,555 | $312.6B | 3.91% | |
| 17 | BIDUNBAIDU INC | 843,900 | $161.1B | 2.02% | |
| 18 | PFEPFIZER INC | 1,844,500 | $54.7B | 0.68% | |
| 19 | MCOMOODY'S CORP | 318,300 | $30.7B | 0.38% | |
| 20 | WELLWELLTOWER INC | 428,300 | $29.7B | 0.37% | |
| 21 | SLBSCHLUMBERGER LTD | 363,000 | $26.8B | 0.34% | |
| 22 | CTRPUSDCTRIP.COM INTERNATIONAL | 450,000 | $19.9B | 0.25% | |
| 23 | BABAALIBABA GROUP HOLDING | 250,000 | $19.8B | 0.25% | |
| 24 | CTSHCOGNIZANT TECH SOLUTIONS | 150,000 | $9.4B | 0.12% | |
| 25 | —QIHOO 360 TECHNOLOGY CO | 100,000 | $7.6B | 0.09% | |
| 26 | JDJD.COM INC | 210,000 | $5.6B | 0.07% | |
| 27 | GOOGALPHABET INC | 6,764 | $5.0B | 0.06% | |
| 28 | FNVFRANCO-NEVADA CORP | 81,800 | $5.0B | 0.06% | |
| 29 | —BAXALTA INC | 98,600 | $4.0B | 0.05% | |
| 30 | YYEURYY INC | 50,000 | $3.1B | 0.04% | |
| 31 | NTESNETEASE INC | 10,000 | $1.4B | 0.02% |